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Job Title


Senior Adviser Equity Partnership


Company : Financial Decisions https://static.whatjobs.com/st


Location : mona vale, Australia


Created : 2026-05-07


Job Type : Full Time


Job Description

Accountant Financial Decisions Tax & Accounting is a rapidly growing accounting practice with offices in the Sydney CBD, Mona Vale and Norwest. The firm specialises in wealth management, superannuation, insurance, mortgages, tax & accounting and estate planning. We are looking to appoint an Intermediate Accountant to work alongside our Principal and financial advisers. Key duties will include: Build and maintain client relationships. Preparation of financial statements and income tax returns for individuals, partnerships, companies, trusts and SMSFs. Preparation and lodgement of Business Activity Statements, Instalment Activity Statements and annual FBT returns with the ATO. Liaise with the ATO and external stakeholders on various compliance matters. Assist with business and process improvement. We are looking for an excellent communicator, someone passionate about the industry and who will go the extra mile. Great opportunity for a CA or CPA qualified individual with a minimum of 3 years experience in a similar role. In return for your skills, initiative and commitment to contributing to the success of this firm, you will be rewarded with a highly competitive salary package, excellent working conditions, and a company culture that supports growth, development and worklife balance. Senior Adviser Equity Partnership Are you an existing business owner that wants to move out of dealer land and be selflicensed, but doesn''t want to deal with the daytoday licensing requirements? Or are you looking to leave an existing licencee and build equity in an established firm with likeminded peers? Financial Decisions is a boutique financial services firm offering a holistic financial services solution. Our team provides tailored investment advice, insurance advice, mortgage broking, tax & accounting services, business advisory and marketing consulting services. Tailored and model investment advice Insurance advice Mortgage broking Tax & Accounting services Business advisory and marketing consulting services We are looking for advisers who understand the benefits of being selflicensed and who are passionate about being the conduit for all their clients financial needs. We are after partners who will continue to grow Financial Decisions and ultimately form part of our succession plan for our senior advisers. You will have an existing client base, or the ability to immediately grow a business over the next 12 months. Your compensation is based on your contribution to the firm and equity participation. Financial Decisions will provide the following resources and services to assist managing your clients: Paraplanning Product research Compliance Brokerage Marketing Education Practice management Office services #J-18808-Ljbffr